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Darin Sevier

Darin Sevier

Associate Portfolio Manager at Coldstream Capital Management Inc.

Portland, OR , United States

About

Darin Sevier is an Associate Portfolio Manager at Coldstream Capital Management in Portland, Oregon, where he works with the firm's Investment Strategy Group to develop integrated and innovative investment strategies. In this role, he focuses on identifying emerging trends in both the financial industry and global markets, contributing insight to multi-asset class portfolio construction and analysis for high-net-worth clients and institutional investors.

Darin's investment expertise encompasses a broad range of asset classes, including equities, fixed income, and alternative investments, with a particular interest in integrating financial planning with active portfolio management. Prior to joining Coldstream in 2021, he served as Senior Investment Manager at Rosenbaum Financial and held responsibility for retirement plan strategies, deepening his specialization in investment advisory for retirement assets and comprehensive financial planning.

He holds a Bachelor of Business Administration from Washington State University and the Chartered Retirement Planning Counselor® designation, reflecting his strong foundation in retirement planning and holistic wealth management. Darin's career in financial services spans over 15 years, including experience at Fidelity Investments and Ameriprise Financial Services, fostering significant expertise across investments, insurance, and client advisory services.

Career History

OrganizationRoleDate RangeDetails
Coldstream Wealth ManagementAssociate Portfolio ManagerOct 2021 to Present
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth managem...
Rosenbaum Financial, Inc.Senior Investment ManagerJan 2019 to Oct 2021
Manage Portfolios | Create and Manage Investment Allocation Portfolios keeping abreast of new industry trends and market research Client Relations | Provide strategic advice across a variety of financ...
Rosenbaum FinancialRetirement Plan SpecialistNov 2014 to Oct 2021
Retirement Plan Specialist | Manage 401k plans, Deferred Compensation Plans, and Defined Benefit Plans. Oversee Plan selection with Trustees and provide education and support to plan participants. Cli...
Fidelity InvestmentsInvestment RepresentativeJan 2012 to Jan 2014
Ameriprise Financial Services, Inc.Financial AdvisorSep 2009 to Nov 2012
Ameriprise Financial Services, Inc.Financial AnalystSep 2008 to Jul 2009
Ameriprise Financial Services, Inc.Financial AdvisorOct 2006 to Sep 2008

Education

Washington State University

Bachelor of Business Administration (BBA)

2004 2006

Others at Coldstream Capital Management Inc. (14)

NameRoleLocation
Bryan Carr
Bryan Carr
Portfolio ManagerKirkland, WA , United States
Bryan Shipley
Bryan Shipley
Chief Investment OfficerPortland, OR , United States
Chris Chung
Chris Chung
Associate Portfolio ManagerBellevue, WA , United States
Daniel Yeung
Daniel Yeung
Portfolio Manager and ShareholderMercer Island, WA , United States
Jennifer Estner
Jennifer Estner
Associate Portfolio ManagerPortland, OR , United States
Nick Buckley
Nick Buckley
Associate Portfolio ManagerPortland, OR , United States
Scott Schuler
Scott Schuler
Portfolio ManagerBothell, WA , United States
A
Apma Dallas
Portfolio Manager Coldstream Dividend Growth StrategiesKirkland, WA , United States
Calm Qi
Calm Qi
Associate Portfolio ManagerKirkland, WA , United States
C
Christine Arnerich
PrincipalPortland, OR , United States
Showing 1-10 of 14 team members

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